Professional Services Perspectives
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Bridging the Gap: Why Marketing and Sales Need to Work Together
When marketing and sales are in sync, the results speak for themselves. Your messaging is tighter. Advisors are more engaged. And your team is better equipped to tell your story clearly, confidently, and consistently.
SEI Investments (Europe) Limited Makes Two Key Board Appointments
Diane Seymour-Williams is appointed as Board Chair; David Lawton joins as Independent Non-Executive Director.
ExchangeRight Strengthens National Accounts Team with Michele Drummond’s Promotion to SVP
In this new role, Michele will be instrumental in advancing relationships with broker-dealers, RIAs, custodial platforms, and other key partners.
SEI Appoints Robert Hum to Lead Investment Product Development and Activation
The new team reinforces strategic focus on investing in talent and enhancing solutions to drive growth.
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Recent News
Capital Square Fully Subscribes DST Offering of Multifamily Community Near Augusta, Georgia
Capital Square Fully Subscribes DST Offering of Multifamily Community Near Augusta, Georgia May 9, 2023 | Capital Square Capital Square, one of the nation’s leading...
Nordstrom Is Closing San Francisco Stores as Cities’ Retail Pain Grows
Nordstrom Is Closing San Francisco Stores as Cities’ Retail Pain Grows May 3, 2023 | Jim Carlton, Kate King, & Suzanne Kapner | WSJ Nordstrom is closing two stores near...
Interest Rate Caps Are Crushing CRE Deals Even More Than Before
Interest Rate Caps Are Crushing CRE Deals Even More Than Before May 4, 2023 | Erik Sherman | GlobeSt.com Three minutes before Ed Fernandez, president and CEO of 1031...
Listed Office REITs Selling at Steepest Discount to NAVs
Listed Office REITs Selling at Steepest Discount to NAVs May 5, 2023 | James Sprow | Blue Vault Every month, the analysts at S&P Capital IQ report on the current...
Brian King: Indication of Interest
In this clip from Inside the V(ALT), Brian King from LODAS describes to Stacy Chitty (Blue Vault) a feature with their system known as an “indication of...
Brian King: RIAs as an Active Buyer Group
In this clip from Inside the V(ALT), Brian King from LODAS explains how RIAs are utilizing his...
More articles…
How Supply Chain Issues Impact CRE Investors
In this video, John Chang, Senior Vice President, Director of Research Services, addresses the following questions regarding the impact…
Dallas-Area REIT Executives Sentenced To Federal Prison For Fraud
Four executives at a Texas-based residential REIT have been sentenced to a combined 20 years in federal prison for fraud…
NexPoint To Invest More Than $1 Billion in New Single-Family Rentals REIT
In a statement Thursday, NexPoint said it would advise a new real estate investment trust that aims to purchase, build and manage single-family rentals.
Capital Square Launches $300 Million Multifamily Institutional Development Fund
Capital Square, a national real estate investor and an active developer of multifamily communities, announced today the launch of Capital Square Multifamily…
Continuously Offered Nontraded REITs: Returns with Stability
Financial advisors who are looking for alternatives to the higher risks of the stock market as well as individual investors seeking income and lower risk would be well-advised to check out these nontraded REIT offerings for the attractive risk vs. return profiles they have provided over the last two years plus.
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